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Illumine Investment Management - Q2 2026 13F Filings

IL

Illumine Investment Management, LLC

CIK: 0002052970
Address: Washington Poulsbo 19225 8Th Ave Ne Ste 201-0902
$153.59 M
Portfolio Value
95
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. L Loews Corporation
+$1.86 M
2. AER Aercap Holdings Nv
+$1.74 M
3. LVHI Franklin International Low Volatility High Dividend Index Etf
+$1.6 M
4. AA Alcoa Corporation
+$1.39 M
5. JIVE Jpmorgan International Value Etf
+$1.38 M

Top Sells

Q2 2026
1. Guggenheim Strategic Opport
−$2.51 M
2. BCS Barclays PLC
−$2.21 M
3. XYL Xylem
−$1.83 M
4. AOS A O Smith Corporation
−$1.55 M
5. PJIO Pgim Jennison International Opportunities Etf
−$1.36 M

Asset Allocation

Stocks/ETFs
+18.06%
$153.59 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Illumine Investment Management Q2 2026 Filing Summary

Illumine Investment Management, LLC filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 153.59 M reflecting a +18.06% change from the prior quarter, spanning 95 assets. The top 10 holdings comprised 29.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 7 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Illumine Investment Management’s Q2 2026 Filing

Illumine Investment Management submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Illumine Investment Management reported a managed portfolio value of 153.59 M, consisting of 95 individual positions.

This page displays the raw filing documents. To see which stocks Illumine Investment Management bought or sold during Q2 2026, please visit Illumine Investment Management's Portfolio Analysis page.